AW

Alaethes Wealth Portfolio holdings

AUM $335M
1-Year Est. Return 18.04%
This Quarter Est. Return
1 Year Est. Return
+18.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
+$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Sells

1 +$392K
2 +$275K
3 +$248K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$104K
5
KMB icon
Kimberly-Clark
KMB
+$98.3K

Sector Composition

1 Technology 24.53%
2 Financials 13.11%
3 Consumer Discretionary 11.01%
4 Healthcare 10.9%
5 Communication Services 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$13K 0.01%
+75
177
$12K 0.01%
+165
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$12K 0.01%
+873
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$11K 0.01%
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$10K 0.01%
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$10K 0.01%
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185
$10K 0.01%
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186
$10K 0.01%
+2,133
187
$10K 0.01%
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188
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189
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$8K 0.01%
+80